The Assets: Tax planning

This FA-IQ Education webcast reviews the techniques financial advisors can use with their high net worth clients to protect and disburse their estates. This presentation is worth 1 CFP credit hour upon the successful completion of a 10-question quiz.

Financial Advisor IQ Education presents this webcast on how advisors can guide their clients through the important and often complex decisions surrounding their social security benefits. This presentation is worth 1 CFP credit upon the successful completion of a 10-question quiz.